Unlimited CE Plan
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Products
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NEW! Capital Gains Changes: Impacts and Tax Planning Opportunities for Canadian Individuals
CourseThis presentation covers recent changes to capital gains taxation in Canada, including higher inclusion rates, a $250,000 exemption, AMT changes, and tax planning strategies for high-net-worth individuals.
$20
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NEW! Prenuptial & Postnuptial Agreements
CourseThis presentation shows how Prenuptial and Postnuptial agreements can improve client relationships, preserve assets, and enhance financial planning. Learn how to integrate these agreements into your conversations for stronger client outcomes.
$20
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NEW! Divorce Financial Planning
CourseThis presentation highlights the importance of divorce financial planning, focusing on the "three T's" model: Transform (financial literacy), Transition (asset management), and Thrive (long-term planning), with an emphasis on collaboration and early
$20
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NEW! Do Not Ignore Your Mortality
CourseThis presentation emphasizes proactive end-of-life planning, focusing on reducing stress, minimizing taxes and fees, and ensuring clear communication and documentation among family, healthcare, and funeral professionals.
$20
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NEW! How Selling Underground Furniture Morphed into the Mortality Mindset Movement
CourseDeath is inevitable, but how you prepare matters. This presentation inspires meaningful conversations about estate planning, highlighting Greg's story and his book as essential tools for guiding your clients and loved ones.
$20
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NEW! The Psychology Of Retirement
CourseThis presentation goes beyond retirement income calculations, helping clients explore the purpose and challenges of retirement. Learn how to address these issues early for a more fulfilling retirement experience.
$20
FAQ
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How do I choose the best package for my needs?
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Why would I choose the Unlimited CE Plan?
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What is a Bundle?
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What is a Theme Pack?
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What is a Variety Pack?